Difference between revisions of "DFARS 252.215-7009 - Proposal Adequacy Checklist"

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|EffectiveDate=2014/01/01
 
|EffectiveDate=2014/01/01
 
|ClauseorProvision=Provision
 
|ClauseorProvision=Provision
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|ProvisionClauseNumberAlternate=No alternates
 
 
|Prescribedin=DFAR 215.408
 
|Prescribedin=DFAR 215.408
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|TypePurposeContract=Fixed Price Service -R; Fixed Price Service -O; Fixed Price Service -A; Cost Reimbursement Research and Development -R; Cost Reimbursement Research and Development -O; Cost Reimbursement Research and Development -A; Fixed Price Research and Development -R; Fixed Price Research and Development -O; Fixed Price Research and Development -A; Cost Reimbursement Supply -R; Cost Reimbursement Supply -O; Cost Reimbursement Supply -A; Fixed Price Supply -R; Fixed Price Supply -O; Fixed Price Supply -A; Cost Reimbursement Service -R; Cost Reimbursement Service -O; Cost Reimbursement Service -A; Fixed Price Construction -A; Fixed Price Construction -O; Fixed Price Construction -R; Cost Reimbursement Construction -A; Cost Reimbursement Construction -O; Cost Reimbursement Construction -R; Time and Materials/Labor Hour -A; Time and Materials/Labor Hour -O; Time and Materials/Labor Hour -R; Leasing of Motor Vehicles -A; Leasing of Motor Vehicles -O; Leasing of Motor Vehicles -R; Communication Services -A; Communication Services -O; Communication Services -R; Dismantling, Demolition, or Removal of Improvements -A; Dismantling, Demolition, or Removal of Improvements -O; Dismantling, Demolition, or Removal of Improvements -R; Architect-Engineering -A; Architect-Engineering -O; Architect-Engineering -R; Facilities -A; Facilities -O; Facilities -R; Indefinite Delivery -A; Indefinite Delivery -O; Indefinite Delivery -R; Transportation -A; Transportation -O; Transportation -R
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|TypePurposeContract=Time and Materials/Labor Hour -A
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|ProvisionClauseDescription=-
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|TypeofContractApplicable=Facilities; Architect-Engineering; Dismantling, Demolition or Removal of Improvements; Fixed Price, Supply; Cost Reimbursement, Supply; Communication Services; Leasing of Motor Vehicles; Cost Reimbursement, Construction; Fixed Price, Construction; Cost Reimbursement, Service; Fixed Price, Service; Cost Reimbursement, R&D; Fixed Price, R&D; Indefinite Delivery; Transportation; Simplified Acquisition Procedures (Excludes Micro-Purchase); Utility Services
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|ProcurementType=Negotiated - Sole Source
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|ContractThreshold=>750,000
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|ContractThreshold=>150,000
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|PrescriptionOverview===Prescription==
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|FARClauseOverview={{{!}} class="wikitable"
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! ITEM !! REFERENCES !! SUBMISSION ITEM !! PROPOSAL PAGE No. !! EXPLANATIONS
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{{!}}  {{!}}{{!}} {{!}}{{!}} GENERAL INSTRUCTIONS {{!}}{{!}} {{!}}{{!}}
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{{!}} 1 {{!}}{{!}} FAR 15.408, Table 15-2, Section I Paragraph A
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{{!}}{{!}}Is there a properly completed first page of the proposal per FAR 15.408 Table 15-2 I.A or as specified in the solicitation?
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{{!}} 2 {{!}}{{!}}FAR 15.408, Table 15-2, Section I Paragraph A(7)
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{{!}}{{!}} Does the proposal identify the need for Government-furnished material/tooling/test equipment? Include the accountable contract number and contracting officer contact information if known.
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{{!}} 3 {{!}}{{!}} FAR 15.408, Table 15-2, Section I Paragraph A(8)
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{{!}}{{!}} Does the proposal identify and explain notifications of noncompliance with Cost Accounting Standards Board or Cost Accounting Standards (CAS); any proposal inconsistencies with your disclosed practices or applicable CAS; and inconsistencies with your established estimating and accounting principles and procedures?
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{{!}} 4 {{!}}{{!}} FAR 15.408, Table 15-2, Section I, Paragraph C(1)
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FAR 2.101, “Cost or pricing data”
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(5)  '''When the solicitation requires the submission of certified cost or pricing data, the contracting officer should include 252.215-7009, Proposal Adequacy Checklist''', in the solicitation to facilitate submission of a thorough, accurate, and complete proposal.
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{{!}}{{!}} Does the proposal disclose any other known activity that could materially impact the costs? This may include, but is not limited to, such factors as—
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|FARClauseOverview===Clause==
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(1) Vendor quotations;
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The offeror shall complete the following checklist, providing location of requested information, or an explanation of why the requested information is not provided. In preparation of the offeror’s checklist, offerors <u>'''may'''</u> elect to have their prospective subcontractors use the same or similar checklist as appropriate.
  
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(2) Nonrecurring costs;
 
  
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(3) Information on changes in production methods and in production or purchasing volume;
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SEE '''[[Proposal Adequacy Checklist]]'''
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|SubcontractThreshold=>750,000
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(4) Data supporting projections of business prospects and objectives and related operations costs;
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(5) Unit-cost trends such as those associated with labor efficiency;
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(6) Make-or-buy decisions;
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(7) Estimated resources to attain business goals; and
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(8) Information on management decisions that could have a significant bearing on costs.
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{{!}} 5 {{!}}{{!}} FAR 15.408, Table 15-2, Section I Paragraph B
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{{!}}{{!}} Is an Index of all certified cost or pricing data and information accompanying or identified in the proposal provided and appropriately referenced?
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{{!}} 6 {{!}}{{!}} FAR 15.403-1(b)
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{{!}}{{!}} Are there any exceptions to submission of certified cost or pricing data pursuant to FAR 15.403-1(b)? If so, is supporting documentation included in the proposal? (Note questions 18-20.)
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{{!}} 7 {{!}}{{!}} FAR 15.408, Table 15-2, Section I Paragraph C(2)(i)
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{{!}}{{!}} Does the proposal disclose the judgmental factors applied and the mathematical or other methods used in the estimate, including those used in projecting from known data?
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{{!}} 8 {{!}}{{!}} FAR 15.408, Table 15-2, Section I Paragraph C(2)(ii)
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{{!}}{{!}} Does the proposal disclose the nature and amount of any contingencies included in the proposed price?
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{{!}} 9 {{!}}{{!}} FAR 15.408 Table 15-2, Section II, Paragraph A or B
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{{!}}{{!}} Does the proposal explain the basis of all cost estimating relationships (labor hours or material) proposed on other than a discrete basis?
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{{!}} 10 {{!}}{{!}} FAR 15.408, Table 15-2, Section I Paragraphs D and E
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{{!}}{{!}} Is there a summary of total cost by element of cost and are the elements of cost cross-referenced to the supporting cost or pricing data? (Breakdowns for each cost element must be consistent with your cost accounting system, including breakdown by year.)
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{{!}} 11 {{!}}{{!}} FAR 15.408, Table 15-2, Section I Paragraphs D and E
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{{!}}{{!}} If more than one Contract Line Item Number (CLIN) or sub Contract Line Item Number (sub-CLIN) is proposed as required by the RFP, are there summary total amounts covering all line items for each element of cost and is it cross-referenced to the supporting cost or pricing data?
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{{!}} 12 {{!}}{{!}} FAR 15.408, Table 15-2, Section I Paragraph F
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{{!}}{{!}} Does the proposal identify any incurred costs for work performed before the submission of the proposal?
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{{!}} 13 {{!}}{{!}} FAR 15.408, Table 15-2, Section I Paragraph G
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{{!}}{{!}} Is there a Government forward pricing rate agreement (FPRA)? If so, the offeror shall identify the official submittal of such rate and factor data. If not, does the proposal include all rates and factors by year that are utilized in the development of the proposal and the basis for those rates and factors?
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{{!}} {{!}}{{!}} {{!}}{{!}} COST ELEMENTS {{!}}{{!}} {{!}}{{!}}
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{{!}} {{!}}{{!}} {{!}}{{!}} MATERIALS AND SERVICES {{!}}{{!}} {{!}}{{!}}
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{{!}} 14 {{!}}{{!}} Example {{!}}{{!}} Example {{!}}{{!}} Example {{!}}{{!}} Example
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{{!}} {{!}}{{!}} {{!}}{{!}} SUBCONTRACTS (Purchased Materials or Services) {{!}}{{!}}  {{!}}{{!}}
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{{!}} 15 {{!}}{{!}} Example {{!}}{{!}} Example {{!}}{{!}} Example {{!}}{{!}} Example
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{{!}} {{!}}{{!}} {{!}}{{!}} EXCEPTIONS TO CERTIFIED COST OR PRICING DATA {{!}}{{!}} {{!}}{{!}}
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{{!}} 18 {{!}}{{!}} Example {{!}}{{!}} Example {{!}}{{!}} Example {{!}}{{!}} Example
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{{!}} 19 {{!}}{{!}}  {{!}}{{!}} Reserved {{!}}{{!}}  {{!}}{{!}}
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{{!}} {{!}}{{!}} {{!}}{{!}} INTER-ORGANIZATIONAL TRANSFERS  {{!}}{{!}} {{!}}{{!}}
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{{!}}  {{!}}{{!}}  {{!}}{{!}} DIRECT LABOR {{!}}{{!}}  {{!}}{{!}}
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{{!}}  {{!}}{{!}}  {{!}}{{!}} INDIRECT COSTS {{!}}{{!}}  {{!}}{{!}}
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{{!}} Example {{!}}{{!}} Example {{!}}{{!}} OTHER COSTS {{!}}{{!}} Example {{!}}{{!}} Example
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{{!}} Example {{!}}{{!}} Example {{!}}{{!}} FORMATS FOR SUBMISSION OF LINE ITEM SUMMARIES {{!}}{{!}} Example {{!}}{{!}} Example
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|IncorporatedbyReference=Yes
 
|IncorporatedbyReference=Yes
 
|Editor=Marshall
 
|Editor=Marshall
 
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Latest revision as of 11:43, 25 February 2016

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Prescribed in DFAR 215.408

Effective Date:1 January 2014
Clause or Provision:Provision
Provision or Clause Number:S 252.215-7009 - Proposal Adequacy Checklist
Principle Type And/Or Purpose of Contract:
Required:
Applicable:Time and Materials/Labor Hour; Facilities; Architect-Engineering; Dismantling, Demolition or Removal of Improvements; Fixed Price, Supply; Cost Reimbursement, Supply; Communication Services; Leasing of Motor Vehicles; Cost Reimbursement, Construction; Fixed Price, Construction; Cost Reimbursement, Service; Fixed Price, Service; Cost Reimbursement, R&D; Fixed Price, R&D; Indefinite Delivery; Transportation; Simplified Acquisition Procedures (Excludes Micro-Purchase); Utility Services
Optional:
Subject:
ProcurementType:
Contract Threshold:>750,000
Prescription Overview:

Prescription

(5) When the solicitation requires the submission of certified cost or pricing data, the contracting officer should include 252.215-7009, Proposal Adequacy Checklist, in the solicitation to facilitate submission of a thorough, accurate, and complete proposal.

Clause Overview:

Clause

The offeror shall complete the following checklist, providing location of requested information, or an explanation of why the requested information is not provided. In preparation of the offeror’s checklist, offerors may elect to have their prospective subcontractors use the same or similar checklist as appropriate.


SEE Proposal Adequacy Checklist

Important Notes/Requirements:
Subcontract Threshold:>750,000
Incorporated by Reference:Yes
Uniform Contract Format:
Editor:Marshall

Personal notes.

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